Sq 17 said:
The real estate market is fooooked and might take a decade to get sorted out and lots of habitable houses will become lost through neglect
There is lots of Supply that people don't want because of location or disrepair
Lots of Demand where there is no supply
Sounds like investing in U-Haul is the golden ticket. People can, do and will move. So that second part of your post is nonsense.
For the first part, what are you basing this on and what markets? Certainly not in Texas. And most markets in the US remain short on supply. None of that speaks to abandoned houses and loss of supply. That makes no sense whatsoever.
Curious how you arrived at your conclusion here.